Invesco India Smallcap Fund vs Axis Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6823 Cr | ₹25062 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Oct 2018 | 29 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 5% |
Expense Ratio | 1.78 | 1.61 |
Manager | Aditya Khemani | Shreyash Devalkar |
ISIN Code | INF205K011T7 | INF846K01K01 |
Exits Load | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | 4.87% | 4.01% |
6 Month | -2.25% | 0.2% |
1 Year | 10.3% | 6.8% |
3 Year | 31.66% | 24.68% |
5 Year | 33.8% | 30.96% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 14.74% | 12.49% |
1 Year | 16.81% | 14.09% |
3 Year | 28.52% | 21.62% |
5 Year | 27.73% | 22.96% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 25.13% | 18.22% |
3 Year | 27.76% | 19.38% |
5 Year | 28.72% | 19.81% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.67% | 11.78% |
Sharp | 1.18% | 1.04% |
Beta | 0.79% | 0.69% |
Alpha | 4.38% | 1.72% |
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Fund Managers
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Aditya Khemani | Shreyash Devalkar |
Total AUM | ₹12070 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 8.08 | 13.25 |
Large Cap | 2.77 | 3.96 |
Small Cap | 65.82 | 66.54 |
Mid Cap | 23.33 | 16.2 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 6.4 | 13.25 |
Consumer Cyclical | 10.82 | - |
Healthcare | 17.7 | - |
Financial Services | 20.58 | - |
Industrials | 23.62 | - |
Technology | 8.84 | - |
Basic Materials | 6.95 | - |
Energy | 0 | - |
Real Estate | 1.99 | - |
Communication Services | 1.11 | - |
Consumer Defensive | 2 | - |
Gas | - | 0.53 |
Capital Markets | - | 5.79 |
Auto Components | - | 5.57 |
IT - Services | - | 1.43 |
Pharmaceuticals & Biotechnology | - | 4.24 |
Retailing | - | 0.62 |
Banks | - | 4.44 |
Non - Ferrous Metals | - | 0.38 |
Healthcare Services | - | 7.08 |
Chemicals & Petrochemicals | - | 7.42 |
Paper, Forest & Jute Products | - | 0.19 |
IT - Software | - | 3.11 |
Construction | - | 2.55 |
Electrical Equipment | - | 1.56 |
Aerospace & Defense | - | 1.6 |
Transport Services | - | 0.19 |
Textiles & Apparels | - | 0.67 |
Agricultural Food & other Products | - | 2.75 |
Industrial Products | - | 5.84 |
Consumer Durables | - | 6.02 |
Finance | - | 7.7 |
Realty | - | 4.66 |
Agricultural, Commercial & Construction Vehicles | - | 0.14 |
Household Products | - | 1.31 |
Financial Technology (Fintech) | - | 1.67 |
Leisure Services | - | 1.68 |
Food Products | - | 1.29 |
Cement & Cement Products | - | 1.84 |
Industrial Manufacturing | - | 2.59 |
Commercial Services & Supplies | - | 0.54 |
Cigarettes & Tobacco Products | - | 0.24 |
Beverages | - | 0.58 |
Insurance | - | 0.48 |
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